Position in RTO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$217,235
-$17,542 QoQ
Shares Held
7,593
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#178
of 283 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $1,894,834 across 3 Specialty Business Services names. RTO ranks #3 (11.5% of the industry book) .
All Filings in RTO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,235 | 7,593 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $234,777 | 7,458 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $226,164 | 7,677 | Shares | Other | 2026-02-17 | |
| 2025-06-30 | $4,872 | 203 | Shares | Other | 2025-08-13 | |
| 2024-09-30 | $6,556 | 263 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $8,213 | 277 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,683 | 89 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||